Filed July 19, 2006
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,080 | $81,900-18.1% | $119,609-43.9% | $68,494-2.1% |
| Participation rate | 64.7% | 71.9%-7.2pp | 79.3%-14.6pp | 67.9%-3.2pp |
| Annual return | -19.98% | -23.82%+3.8pp | -14.97%-5.0pp | -7.84%-12.1pp |
| Employer contribution / active EE | $1,802 | $2,693-33.1% | $4,232-57.4% | $2,596-30.6% |
| Participant deferral / active EE | $3,975 | $4,148-4.2% | $5,602-29.0% | $4,027-1.3% |
| Admin fee / account holder | $4,740 | $6,582-28.0% | $10,323-54.1% | $5,403-12.3% |